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annotate doc/admin_guide.txt @ 3969:905faf52a51f 1.4.3

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fix mysql breakage in 1.4.2
author Richard Jones <richard@users.sourceforge.net>
date Wed, 27 Feb 2008 08:32:51 +0000
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children b80224c1f4e3
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1 ====================
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2 Administration Guide
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3 ====================
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4
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5 :Version: $Revision: 1.27 $
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6
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7 .. contents::
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8
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9 What does Roundup install?
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10 ==========================
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11
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12 There's two "installations" that we talk about when using Roundup:
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13
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14 1. The installation of the software and its support files. This uses the
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15 standard Python mechanism called "distutils" and thus Roundup's core code,
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16 executable scripts and support data files are installed in Python's
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17 directories. On Windows, this is typically:
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18
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19 Scripts
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20 ``<python dir>\scripts\...``
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21 Core code
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22 ``<python dir>\lib\site-packages\roundup\...``
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23 Support files
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24 ``<python dir>\share\roundup\...``
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25
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26 and on Unix-like systems (eg. Linux):
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27
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28 Scripts
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29 ``<python root>/bin/...``
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30 Core code
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31 ``<python root>/lib-<python version>/site-packages/roundup/...``
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32 Support files
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33 ``<python root>/share/roundup/...``
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34
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35 2. The installation of a specific tracker. When invoking the roundup-admin
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36 "inst" (and "init") commands, you're creating a new Roundup tracker. This
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37 installs configuration files, HTML templates, detector code and a new
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38 database. You have complete control over where this stuff goes through
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39 both choosing your "tracker home" and the ``main`` -> ``database`` variable
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40 in the tracker's config.ini.
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41
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42
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43 Configuring Roundup's Logging of Messages For Sysadmins
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44 =======================================================
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45
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46 You may configure where Roundup logs messages in your tracker's config.ini
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47 file. Roundup will use the standard Python (2.3+) logging implementation
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48 when available. If not, then a very basic logging implementation will be used
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49 (see BasicLogging in the roundup.rlog module for details).
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50
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51 Configuration for standard "logging" module:
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52 - tracker configuration file specifies the location of a logging
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53 configration file as ``logging`` -> ``config``
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54 - ``roundup-server`` specifies the location of a logging configuration
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55 file on the command line
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56 Configuration for "BasicLogging" implementation:
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57 - tracker configuration file specifies the location of a log file
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58 ``logging`` -> ``filename``
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59 - tracker configuration file specifies the level to log to as
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60 ``logging`` -> ``level``
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61 - ``roundup-server`` specifies the location of a log file on the command
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62 line
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63 - ``roundup-server`` specifies the level to log to on the command line
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64
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65 (``roundup-mailgw`` always logs to the tracker's log file)
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66
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67 In both cases, if no logfile is specified then logging will simply be sent
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68 to sys.stderr with only logging of ERROR messages.
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69
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70
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71 Configuring roundup-server
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72 ==========================
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73
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74 The basic configuration file layout is as follows (take from the
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75 ``roundup-server.ini.example`` file in the "doc" directory)::
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76
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77 [main]
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78 port = 8080
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79 ;hostname =
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80 ;user =
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81 ;group =
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82 ;log_ip = yes
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83 ;pidfile =
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84 ;logfile =
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85 ;template =
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86 ;ssl = no
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87 ;pem =
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88
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89 [trackers]
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90 ; Add one of these per tracker being served
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91 name = /path/to/tracker/name
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92
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93 Values ";commented out" are optional. The meaning of the various options
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94 are as follows:
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95
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96 **port**
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97 Defines the local TCP port to listen for clients on.
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98 **hostname**
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99 Defines the local hostname to listen for clients on. Only required if
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100 "localhost" is not sufficient.
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101 **user** and **group**
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102 Defines the Unix user and group to run the server as. Only work if the
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103 server is started as root.
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104 **log_ip**
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105 If ``yes`` then we log IP addresses against accesses. If ``no`` then we
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106 log the hostname of the client. The latter can be much slower.
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107 **pidfile**
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108 If specified, the server will fork at startup and write its new PID to
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109 the file.
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110 **logfile**
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111 Any unhandled exception messages or other output from Roundup will be
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112 written to this file. It must be specified if **pidfile** is specified.
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113 If per-tracker logging is specified, then very little will be written to
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114 this file.
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115 **template**
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116 Specifies a template used for displaying the tracker index when
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117 multiple trackers are being used. The variable "trackers" is available
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118 to the template and is a dict of all configured trackers.
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119 **ssl**
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120 Enables the use of SSL to secure the connection to the roundup-server.
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121 If you enable this, ensure that your tracker's config.ini specifies
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122 an *https* URL.
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123 **pem**
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124 If specified, the SSL PEM file containing the private key and certificate.
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125 If not specified, roundup will generate a temporary, self-signed certificate
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126 for use.
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127 **trackers** section
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128 Each line denotes a mapping from a URL component to a tracker home.
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129 Make sure the name part doesn't include any url-unsafe characters like
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130 spaces. Stick to alphanumeric characters and you'll be ok.
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131
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132
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133 Users and Security
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134 ==================
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135
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136 Roundup holds its own user database which primarily contains a username,
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137 password and email address for the user. Roundup *must* have its own user
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138 listing, in order to maintain internal consistency of its data. It is a
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139 relatively simple exercise to update this listing on a regular basis, or on
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140 demand, so that it matches an external listing (eg. unix passwd file, LDAP,
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141 etc.)
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142
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143 Roundup identifies users in a number of ways:
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144
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145 1. Through the web, users may be identified by either HTTP Basic
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146 Authentication or cookie authentication. If you are running the web
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147 server (roundup-server) through another HTTP server (eg. apache or IIS)
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148 then that server may require HTTP Basic Authentication, and it will pass
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149 the ``REMOTE_USER`` variable through to Roundup. If this variable is not
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150 present, then Roundup defaults to using its own cookie-based login
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151 mechanism.
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152 2. In email messages handled by roundup-mailgw, users are identified by the
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153 From address in the message.
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154
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155 In both cases, Roundup's behaviour when dealing with unknown users is
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156 controlled by Permissions defined in the "SECURITY SETTINGS" section of the
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157 tracker's ``schema.py`` module:
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158
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159 Web Registration
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160 If granted to the Anonymous Role, then anonymous users will be able to
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161 register through the web.
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162 Email Registration
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163 If granted to the Anonymous Role, then email messages from unknown users
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164 will result in those users being registered with the tracker.
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165
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166 More information about how to customise your tracker's security settings
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167 may be found in the `customisation documentation`_.
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168
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169
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170 Tasks
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171 =====
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172
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173 Maintenance of Roundup can involve one of the following:
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174
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175 1. `tracker backup`_
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176 2. `software upgrade`_
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177 3. `migrating backends`_
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178 4. `moving a tracker`_
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179 5. `migrating from other software`_
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180 6. `adding a user from the command-line`_
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181
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182
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183 Tracker Backup
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184 --------------
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185
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186 The roundup-admin import and export commands are **not** recommended for
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187 performing backup.
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188
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189 Optionally stop the web and email frontends and to copy the contents of the
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190 tracker home directory to some other place using standard backup tools.
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191 This means using
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192 *pg_dump* to take a snapshot of your Postgres backend database, for example.
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193 A simple copy of the tracker home (and files storage area if you've configured
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194 it to be elsewhere) will then complete the backup.
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195
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196
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197 Software Upgrade
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198 ----------------
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199
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200 Always make a backup of your tracker before upgrading software. Steps you may
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201 take:
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202
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203 1. Ensure that the unit tests run on your system::
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204
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205 python run_tests.py
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206
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207 2. If you're using an RDBMS backend, make a backup of its contents now.
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208 3. Make a backup of the tracker home itself.
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209 4. Stop the tracker web and email frontends.
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210 5. Follow the steps in the `upgrading documentation`_ for the new version of
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211 the software in the copied.
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212
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213 Usually you will be asked to run `roundup_admin migrate` on your tracker
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214 before you allow users to start accessing the tracker.
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215
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216 It's safe to run this even if it's not required, so just get into the
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217 habit.
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218 6. You may test each of the admin tool, web interface and mail gateway using
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219 the new version of the software. To do this, invoke the scripts directly
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220 in the source directory with::
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221
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222 PYTHONPATH=. python roundup/scripts/roundup_server.py <normal arguments>
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223 PYTHONPATH=. python roundup/scripts/roundup_admin.py <normal arguments>
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224 PYTHONPATH=. python roundup/scripts/roundup_mailgw.py <normal arguments>
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225
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226 Note that on Windows, this would read::
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227
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228 C:\sources\roundup-0.7.4> SET PYTHONPATH=.
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229 C:\sources\roundup-0.7.4> python roundup/scripts/roundup_server.py <normal arguments>
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230
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231 7. Once you're comfortable that the upgrade will work using that copy, you
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232 should install the new version of the software::
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233
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234 python setup.py install
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235
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236 8. Restart your tracker web and email frontends.
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237
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238 If something bad happens, you may reinstate your backup of the tracker and
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239 reinstall the older version of the sofware using the same install command::
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240
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241 python setup.py install
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242
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243
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244 Migrating Backends
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245 ------------------
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246
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247 1. Stop the existing tracker web and email frontends (preventing changes).
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248 2. Use the roundup-admin tool "export" command to export the contents of
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249 your tracker to disk.
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250 3. Copy the tracker home to a new directory.
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251 4. Delete the "db" directory from the new directory.
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252 5. Enter the new backend name in the tracker home ``db/backend_name`` file.
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253 6. Use the roundup-admin "import" command to import the previous export with
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254 the new tracker home. If non-interactively::
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255
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256 roundup-admin -i <tracker home> import <tracker export dir>
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257
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258 If interactively, enter 'commit' before exitting.
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259 7. Test each of the admin tool, web interface and mail gateway using the new
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260 backend.
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261 8. Move the old tracker home out of the way (rename to "tracker.old") and
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262 move the new tracker home into its place.
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263 9. Restart web and email frontends.
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264
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265
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266 Moving a Tracker
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267 ----------------
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268
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269 If you're moving the tracker to a similar machine, you should:
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270
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271 1. install Roundup on the new machine and test that it works there,
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272 2. stop the existing tracker web and email frontends (preventing changes),
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273 3. copy the tracker home directory over to the new machine, and
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274 4. start the tracker web and email frontends on the new machine.
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275
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276 Most of the backends are actually portable across platforms (ie. from Unix to
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277 Windows to Mac). If this isn't the case (ie. the tracker doesn't work when
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278 moved using the above steps) then you'll need to:
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279
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280 1. install Roundup on the new machine and test that it works there,
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281 2. stop the existing tracker web and email frontends (preventing changes),
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282 3. use the roundup-admin tool "export" command to export the contents of
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283 the existing tracker,
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284 4. copy the export to the new machine,
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285 5. use the roundup-admin "import" command to import the tracker on the new
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286 machine, and
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287 6. start the tracker web and email frontends on the new machine.
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288
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289
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290 Migrating From Other Software
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291 -----------------------------
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292
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293 You have a couple of choices. You can either use a CSV import into Roundup,
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294 or you can write a simple Python script which uses the Roundup API
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295 directly. The latter is almost always simpler -- see the "scripts"
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296 directory in the Roundup source for some example uses of the API.
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297
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298 "roundup-admin import" will import data into your tracker from a
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299 directory containing files with the following format:
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300
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301 - one colon-separated-values file per Class with columns for each property,
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302 named <classname>.csv
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303 - one colon-separated-values file per Class with journal information,
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304 named <classname>-journals.csv (this is required, even if it's empty)
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305 - if the Class is a FileClass, you may have the "content" property
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306 stored in separate files from the csv files. This goes in a directory
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307 structure::
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308
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309 <classname>-files/<N>/<designator>
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310
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311 where ``<designator>`` is the item's ``<classname><id>`` combination.
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312 The ``<N>`` value is ``int(<id> / 1000)``.
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313
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314
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315 Adding A User From The Command-Line
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316 -----------------------------------
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317
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318 The ``roundup-admin`` program can create any data you wish to in the
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319 database. To create a new user, use::
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320
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321 roundup-admin create user
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322
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323 To figure out what good values might be for some of the fields (eg. Roles)
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324 you can just display another user::
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325
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326 roundup-admin list user
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327
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328 (or if you know their username, and it happens to be "richard")::
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329
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330 roundup-admin find username=richard
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331
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332 then using the user id you get from one of the above commands, you may
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333 display the user's details::
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334
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335 roundup-admin display <userid>
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336
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337
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338 Running the Servers
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339 ===================
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340
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341 Unix
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342 ----
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343
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344 On Unix systems, use the scripts/server-ctl script to control the
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345 roundup-server server. Copy it somewhere and edit the variables at the top
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346 to reflect your specific installation.
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347
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348
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349 Windows
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350 -------
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351
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352 On Windows, the roundup-server program runs as a Windows Service, and
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353 therefore may be controlled through the Services control panel. The
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354 roundup-server program may also control the service directly:
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355
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356 **install the service**
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357 ``roundup-server -C /path/to/my/roundup-server.ini -c install``
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358 **start the service**
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359 ``roundup-server -c start``
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360 **stop the service**
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361 ``roundup-server -c stop``
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362
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363 To bring up the services panel:
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364
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365 Windows 2000 and later
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366 Start/Control Panel/Administrative Tools/Services
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367 Windows NT4
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368 Start/Control Panel/Services
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369
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370 You will need a server configuration file (as described in
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371 `Configuring roundup-server`_) for specifying tracker homes
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372 and other roundup-server configuration. Specify the name of
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373 this file using the ``-C`` switch when installing the service.
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374
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375 Running the Mail Gateway Script
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376 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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377
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378 The mail gateway script should be scheduled to run regularly on your
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379 Windows server. Normally this will result in a window popping up. The
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380 solution to this is to:
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381
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382 1. Create a new local account on the Roundup server
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383 2. Set the scheduled task to run in the context of this user instead
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384 of your normal login
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385
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386
2003
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387 -------------------
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388
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389 Back to `Table of Contents`_
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390
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391 .. _`Table of Contents`: index.html
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392 .. _`customisation documentation`: customizing.html
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393 .. _`upgrading documentation`: upgrading.html
Roundup Issue Tracker: http://roundup-tracker.org/